So you believe Microsoft will start opening up coal plants again and not nuclear?

Nuclear power is a pain to build and maintain and un-build once it gets to old to reliable run it (the later part is commonly overlooked in cost calculations).

It is also a ~50 year investment.

This makes it not very attractive for companies and is why most nuclear power is state sub-ventioned.

Theoretically the US had something similar to a state bank to help companies to finance exactly such projects, but Trump/DOGE defounded it for publicity reasons which makes it even less likely for private nuclear power plants.

Many "we will use nuclear power" statements do rely on mini reactors. But AFIK pretty much all mini reactor projects have ended in dead ends so far. With promised at best working out on paper (and quite often not even there).

So my guess is: They will claim they want to use Nuclear and might even intend to do so. But in the end look at their balance sheets and risk calculation and go "nah, lets do coal/gas/oil". There probably will be some single public co-investment into a nuclear power plant which "happens" to also be government sponsored to keep up the pretense.